New

TriFact365 is continuously in development. New functionalities are developed and improvements are implemented on a regular basis. Because TriFact365 is 100% cloud-based, you will automatically work with the latest version. No manual installations required anymore! View the latest improvements and new features here.

  • Various improvements

    Preview

    Various tweaks and improvements for the Administration Switcher and Dashboard:

    • Administration switcher: After switching administrations, the current screen is refreshed.
    • Administration switcher: Switching not possible when viewing/processing a document.
    • Administration switcher is shown only in screens where you work within one administration.
    • Dashboard: ‘Upload’ and ‘Archive’ tiles removed. Both screens remain approachable via the vertical menu.
    • Dashboard: ‘Downtime’ tile removed and moved to Notifications.
    • Dashboard: Top 5 Backlog per administration with Backlog per document type.
    • Dashboard: Top 5 Documents to be authorised/confirmed per user contains data for the selected administration only.
    • Authorisation/Confirmation overview: Contains data for the selected administration only.

  • Administration Hub

    Preview

    Via the new Administration Hub in the top menu, you now have an even better overview of all documents to be processed for all administrations.

    • Top 50 administrations with backlog, including total count.
    • Top 50 documents to be authorised per user, including total count.
    • Top 50 documents to be confirmed per user, including total count.
    • Overviews of all emails received, all documents received, all documents to be processed and all documents processed.
    • Click on an administration to open and work in it.

  • New document types

    Preview

    In addition to purchase and sales invoices, you can now upload and store 53 new document types in TriFact365. Click here to see which documents are available.

    • Via Settings > Environment you can define which documents can be uploaded in TriFact365. All documents are sorted by category.
    • Select by document type or directly for an entire category.
    • At the administration level you can deviate from the default environment settings.

  • Debtor account and Creditor account for Visma eAccounting

    Improved

    We have made a number of improvements regarding the connection with Visma eAccounting:

    • The ‘Debtor account’ and ‘Creditor account’ fields for customers and suppliers have been removed.
    • During a synchronization with Visma eAccounting, the default general ledger accounts for purchase and sales journal entries are retrieved.
    • These general ledger accounts will be used automatically when making journal entries and therefore no longer need to be manually recorded as debtor or creditor accounts.

  • Improved screen for checking documents

    Improved

    We have made a number of improvements regarding the entry lines:

    • Display of all fields on the entry lines has been optimized.
    • VAT code and VAT amount have been widened to improve readability.
    • Entry lines next to document: With 3 additional dimensions, the label of the ledger is removed to improve readability of all fields.
    • Entry lines under document: The labels of all additional dimensions are now visible (Cost center, Project, Item, Cost unit).

  • Various improvements

    Improved
    • Check: New customer suggestions don’t have ISO code filled in for ‘Country’. (FIXED)
    • Check: Customer/supplier name sometimes not showing. (FIXED)
    • Users: When exporting the table, the ‘Status’ column remains empty. (FIXED)
    • Links: When exporting the table, the ‘Status’ column remains empty. (FIXED)
    • Received emails: When exporting the table, the ‘Processed attachments’ column remains empty. (FIXED)
    • Total backlog: Users with only ‘Confirm’ rights get an error. (FIXED)
    • Mobile app: Upload fails when description contains ‘\’. (FIXED)

  • Administration settings: Unsaved changes

    New

    In the administration settings it is now possible to undo unsaved changes.

    • After a change on the ‘Settings’ or ‘Users’ tab, the ‘Undo changes’ button appears.
    • When leaving the page, you will be asked if you want to save the unsaved changes.

  • Administration switcher

    Preview

    Do you work with multiple administrations in TriFact365? With the Administration Switcher you can easily select an administration to work in.

    • Easily switch administrations via the blue menu. You no longer need to apply an administration filter in each screen.
    • The tiles in the Dashboard automatically show your personal backlog for the selected administration.
    • When you click on the Split, Authorise, Check or Confirm tile, you will go directly to the first document to be processed.
    • The overviews in the Dashboard continue to contain data on all administrations.

  • Mandatory fields marked

    New

    Mandatory fields are marked with an *.

    • Applied to all screens

  • Mobile app Android and iOS

    New

    Updated version for Android and iOS of the mobile app (BETA) available for registered users.

    • Improved Look and Feel
    • Uploading simplified
    • Cropping no longer mandatory

  • TriFact365 GetConnectors (AFAS)

    new

    Updated version of the TriFact365 GetConnectors for the benefit of AFAS Profit available.

  • Portal upload

    new
    • New screen for Upload available for all users

  • Improved: Inbox replaces Mailbox

    Improved

  • Overview pages

    new
    • Upated version of overview pages like Backlog, Mailbox and Archive for Preview users
      • Icons at the back of the line replaced by submenu (…)
      • Additional functionalities
      • Double-click on table line
      • Copy e-mail address from administration

  • Loading bar

    Improved
    • Loading bar added (top) on several pages

  • Split: Scroll bar

    Improved
    • Scroll bar added to page view

  • Menu

    new
    • New Menu available for all users
      • Menu items from the horizontal blue bar have been moved to the vertical menu
      • Mailbox has been added as a menu item for Users with access to this functionality
      • The vertical menu is collapsible to allow extra space in the screen

  • Archive

    new
    • New screen for Archive available for all users
      • Date range filter added for Invoice date
      • Display for VAT reverse charge entries improved
      • Option to search in all columns
      • Option to export a list to Excel
      • Setting for maximum number of results per page

  • Autorisation- and Confirmation schedules

    new

    Updated version of the Autorisation- and Confirmation schedules screen available for Administrators.

    • Level replaced by Stage.
    • Required/Optional replaced by All Users/Single User.

  • Check: Copy

    Improved
    • Copying and pasting from the PDF is available for all text fields of the journal entry

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